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SEIC · Sei Investments Co

Track SEIC — free
Market Cap
$12.81B
Shares
120.02M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$106.93 Open$107.91 Day$105.69–108.94 52W close$75.18–111.63 Avg vol 30d622K Short int2.1M · 1.8% float · 3.3d Short vol71% Last earningsJul 22, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 6 wks
filed Jul 27, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.45B
Trailing 12 months
Net income (TTM)
$706.85M
Trailing 12 months
Revenue growth YoY
+14.7%
Year over year
Operating margin
28.9%
Trailing 12 months
P / E (TTM)
18.8
Trailing earnings · reciprocal yield 5.3%
FCF yield
5.4%
TTM · current market cap
Return on invested capital
26.0%
Trailing 12 months
Net cash
$362.69M
Latest balance sheet
Dividend yield
1.0%
Trailing 12 months
Shares change YoY
-3.1%
Year over year · fewer shares
Price change (1Y)
+22.9%
Trailing year
Short interest
1.8%
Latest settlement · 3.3 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +20%
above
Price vs 50-day avg +3%
above
RSI (14) 49
neutral
MACD trend Negative
52-week position 87%
near high
Momentum
relative strength
Very Strong
1-month return +1%
trailing
6-month return +37%
trailing
YTD return +30%
this year
Relative strength +20%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $104 › 200d $89 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +76 funds added
Insider flow Distributing
Net -$25.2M over 90 days · 100% sells
Short interest Rising
1.79% of float · ▲ +18.7% MoM · 3.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
575 holders — near 3-yr high, broad support
Squeeze score 55
elevated · 0–100
Fundamentals
Excellent
Revenue growth +8%
Y/Y
Gross margin 35%
expanding
EPS growth +28%
Y/Y
Free cash flow $585.0M
Valuation P/E 18.8
below peers
Buyback $382.7M
remaining
Balance sheet $399.8M
net cash
Quant / Vol
risk profile
Very Low
Volatility 23%
annualized · 1-yr
Max drawdown −15%
past year
ATR 1.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 21, 2021
Option expense · the rest of the year $25.7M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+20% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
49 Neutral
MACD trend
Negative Bearish
52-week position
87% Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $104 › 200d $89 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +76 funds added
Insider flow Distributing
Net -$25.2M over 90 days · 100% sells
Short interest Rising
1.79% of float · ▲ +18.7% MoM · 3.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
575 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $75 Now $107 · 87% Range high $112
vs 200-day avg +20% vs 50-day avg +3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SEIC
Sei Investments Co
this stock
$12.81B +30.4% +8.1% 18.8 1.8%
BLK
BlackRock, Inc.
$350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.54B -20.7% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -16.7% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
575
% held
75.6%
Net QoQ
+595.6K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
454
View
Short & Settlement
Short Interest Rising
Shares short
2.1M
Days to cover
3.3d
Change
+337.9K sh
View
Short Volume
Short vol %
71%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
130
Value
$13.8K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
37.9%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$25.2M
Buyers / Sellers
0 / 9
Buyers Sellers
View
Congressional Trades Sell
Member
Thomas H Tuberville
Amount
$1.0K–$15.0K
Traded
Oct 5, 2022
View
Financials
Financials
Revenue (FY)
$2.3B
Net income (FY)
$715.3M
EPS diluted
$5.63
View
Buybacks
Remaining
$382.7M
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 27, 2026
This year
14
View
Proposed Sales
Value
$4.2M
Shares
37.5K
Filed
Sep 3, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 22, 2026
View

Performance

5D 20D 120D MTD YTD
SEIC -4.1% +0.5% +37.5% -3.7% +30.4%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -2.9% +2.3% +19.6% -3.3% +18.3%

Capital returns

Latest dividend
$0.52 / share · ex Jun 8, 2026
Raised 6.1%
Paid (TTM)
$1.04 / share · 2 payouts
Dividend yield (TTM, derived)
· history filling in
Buyback program · as of Jun 30, 2026
Authorized
Spent (derived)
Remaining
$382.75M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 350894 CUSIP 784117103 13F (30d) 187 filings 186 filers Visit website Investor relations